HWMA
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Heritage Wealth Management (Arizona)’s LPL Financial LPLA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$478K Sell
1,712
-228
-12% -$61.9K 0.27% 78
2024
Q1 		$513K Sell
1,940
-81
-4% -$20.4K 0.26% 82
2023
Q4 		$460K Buy
+2,021
New +$454K 0.25% 85
2022
Q4 		$1.13M Buy
5,225
+1,946
+59% +$455K 0.16% 105
2022
Q3 		$716K Buy
3,279
+280
+9% +$59.5K 0.23% 71
2022
Q2 		$553K Buy
2,999
+379
+14% +$72K 0.18% 89
2022
Q1 		$479K Buy
+2,620
New +$456K 0.13% 121
2021
Q3 		$198K Buy
1,264
+168
+15% +$24.1K 0.07% 220
2021
Q2 		$148K Buy
1,096
+461
+73% +$67K 0.06% 270
2021
Q1 		$90K Buy
+635
New +$81K 0.05% 260

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return